Digging the Dirt – Bloomberg Intelligence’s Monthly Metals Call (replay)
China's axing of an export rebate on copper and aluminum may boost LME pricing to the detriment of SHFE, even amid continued fiscal stimulus. Gold could drift lower until president-elect Donald Trump enters the White House, while cobalt's inelastic supply could keep a lid on prices. Join us for our monthly "Digging the Dirt" call on Thursday, Nov. 21, at 2 p.m. GMT (9 a.m. EST), as Bloomberg Intelligence analysts Grant Sporre, Alon Olsha, Richard Bourke and Michelle Leung discuss the recent themes, catalysts and notable research published by the metals and mining team.